Overview Charge bject screens are used t maintain cst accunting cdes that agencies use t break ut emplyee time based n wrk perfrmed and leave time while assigned t a specific prject(s). The charge bject screens are used t create, update, end date and link charge bjects fr use. T link charge bject cmpnents (prject, activity and sub activity), each cmpnent must be created. Additinally, t assign a charge bject t an rganizatinal unit, the applicable charge bject cmpnents must be linked and the rganizatinal unit created. NOTE: T end date a charge bject refer t the End-Dating Charge Objects instructinal guide. Definitins The fllwing are definitins relevant t this instructinal guide: Activity A separate cmpnent fr measuring time perfrming specific tasks n a prject Activity Text A descriptin f the specific activity Agency Cde The fur-digit agency (OLO) cde Agency Name The agency name Charge Object A cmpnent which links the prject, activity and sub activity fr tracking csts and time wrked n the prject Charge Object Effective Date The begin date fr the charge bject Charge Object End Date The end date fr the charge bject Object Type A cmpnent within a charge bject. The valid values are prject, activity r sub activity. Org Range Lw Value The beginning rg cde assigned t a charge bject Org Range High Value The ending rg cde assigned t a charge bject Org Range Effective Date The begin date fr the rg cde range Org Range End Date The end date fr the rg cde range Prject A separate cmpnent fr measuring time perfrming tasks with a defined beginning and ending perid Prject Text A descriptin f tasks fr the specific prject Prject Effective Date The begin date fr the prject Prject End Date The end date fr the prject Sub Activity A separate cmpnent fr measuring time perfrming specific tasks within an activity Authrizatin Sub Activity Text A descriptin f tasks fr the specific sub activity Users with a security rle cde f A, D, H, I, S, U, X and Y will be able t create, update, end date and link charge bjects. Users with a security rle cde f C, F, G, K, M and N will be able t view charge bjects. CLCO 1 Last Updated n September 15, 2016
Prcess Steps In rder t create a charge bject, the agency must create all cmpnents (prject, activity, sub activity and rg cdes) in Peple First and ensure they are linked. There are multiple steps and screens that are required t create a charge bject and make it available fr use n timesheets. Fllw these steps t cmplete the required tasks. Step 1: Creating prject, activity and sub activity cmpnents Accessing the Screen Select the Management tab. Select My Direct Reprts. On the left-hand side f the screen under Administratin, select Maintain Prjs/Acts/SubActs in the drpdwn menu. Once the Maintain Prjs/Acts/SubActs screen is launched, select the apprpriate radi buttn t create a prject, activity r sub activity. Prject Cmplete this step nly fr a NEW prject. The prject infrmatin will be entered n the blank line (first rw) n the screen. Prject (limited t 32 characters, including spaces): Enter the prject name/prject cde (alpha r alpha numeric characters can be used) in uppercase text. Prject Text (limited t 40 characters, including spaces): Enter the prject name in uppercase text. Prject Effective Date: Enter the effective date f the prject (defaults t current date). Prject End Date: Enter the end date f the prject (defaults t 12/31/9999). CLCO 2 Last Updated n September 15, 2016
Activity Cmplete this step nly fr a NEW activity. The activity infrmatin will be entered n the blank line (first rw) n the screen. Activity (limited t six characters): Enter the activity cde (alpha r alpha numeric characters can be used) in uppercase text. If the activity cde already exists, an errr message will be presented when saving. Activity Text (limited t 40 characters, including spaces): Enter a title fr the activity in uppercase text. CLCO 3 Last Updated n September 15, 2016
Sub Activity Cmplete this step nly fr a NEW sub activity. The sub activity infrmatin will be entered n the blank line (first rw) n the screen. Sub Activity (limited t fur characters): Enter the sub activity cde (alpha r alpha numeric characters can be used) in uppercase text. If the sub activity cde already exists, an errr message will be presented when saving. Sub Activity Text (limited t 40 characters, including spaces): Enter a title fr the sub activity in uppercase text. Step 2: Linking prject, activity and/r sub activity cmpnents t create a charge bject Nte: The charge bject cannt be used until the prject, activity and sub activity cmpnents are linked. The linking tgether f the prject, activity and/r sub activity cmpnents is what creates a charge bject. On the left-hand side f the screen under Administratin, select Charge Objects. Once the Charge Objects screen is launched, the prject, activity and/r sub activity can be linked tgether. Prject: Chse the apprpriate prject frm the drpdwn menu (rdered alphabetically). Activity: Chse the activity that needs t be linked t the prject frm the drpdwn menu (rdered alphabetically). This field cannt be left blank. If there is n activity assciated with the prject, chse N Activity (presented as the first ptin in the drpdwn menu). Sub Activity: Chse the sub activity that needs t be linked t the prject/activity frm the drpdwn menu (rdered alphabetically). This CLCO 4 Last Updated n September 15, 2016
field cannt be left blank. If there is n sub activity assciated with the prject/activity, chse N Sub Activity (presented as the first ptin in the drpdwn menu). Charge Object Effective Date: Enter the effective date f the charge bject (defaults t current date). This is the first date the charge bject can be used n a timesheet. Charge Object End Date: Enter the end date f the charge bject (defaults t 12/31/9999). This is the last date a charge bject can be used n a timesheet. Nte: In rder fr emplyees t use a charge bject, it must be assigned an rg range. See Step 3 belw fr instructins n assigning an rg range t a charge bject. Step 3: Assigning rg cde range t a charge bject On the left-hand side f the screen under Administratin, select Assign Org Range t a Charge Object. Once the Assign Org Range t a Charge Object screen is launched, the prject/activity/sub activity must be linked tgether and assigned an rg cde range (first 11 digits f the rg cde). Prject: Chse the apprpriate prject frm the drpdwn menu (rdered alphabetically). Activity: Chse the activity that is linked t the prject frm the drpdwn menu (rdered alphabetically). This field cannt be left blank. If there is n activity assciated with the prject, chse N Activity (presented as the first ptin in the drpdwn menu). Sub Activity: Chse the sub activity that is linked t the prject/activity frm the drpdwn menu (rdered alphabetically). This field cannt be left blank. If there is n sub activity assciated with the prject/activity, chse N Sub Activity (presented as the first ptin in the drpdwn menu). Org Range Lw Value: Enter the first 11 digits f the rg cde. Org Range High Value: Enter the first 11 digits f the rg cde. Nte: Only emplyees within the rg range (Lw and High Value) will have access t the charge bject. Org Range Effective Date: Enter the effective date f the rg range (defaults t current date). This is the first date the charge bject can be used n a timesheet. CLCO 5 Last Updated n September 15, 2016
Org Range End Date: Enter the end date f the rg range (defaults t 12/31/9999). This is the last date a charge bject can be used n a timesheet. Special Ntes The ability t use charge bjects n the timesheet is restricted t the effective dates f the charge bject (i.e., can be assigned nly t timesheet days that fall within the effective date and end date range). The date range cannt start befre the start date f each individual cmpnent r extend beynd the end date f each individual cmpnent. Charge bjects can be restricted t ne r mre rganizatinal range in an agency r can be applied t the entire agency. If yu are restricting t multiple rganizatinal ranges, the charge bject rganizatinal relatinship must be established. In rder fr an agency t btain a list f all active charge bjects within the agency, the agency must create a Data Warehuse Reprt. Utilizing the Peple First Data Warehuse materialized view titled CHG_OBJ_COMPREHENSIVE_ACTIVE, yu can run a reprt that lists all active charge bjects fr the agency. CLCO 6 Last Updated n September 15, 2016